Salesforce + CMS Integration:Plone vs Drupal vs Joomla!

Christopher JohnsonCofounder and CEO, ifPeoplecjj@ifpeople.net www.ifpeople.net

Ryan OzimekCofounder and CEO, PICNetcozimek@picnet.netwww.picnet.net

Marcus IannozziPrincipal, Message Agencymarcus@messageagency.comwww.messageagency.com

Today's Agenda

Introduction & Getting to Know Audience

Intro to Each CMS and Integration

Plone

Drupal

Joomla

Side-by-side Comparison Use Cases

Sending Form Data to Salesforce

Event Registration

Donation Processing

2/24/11

241,000+ hourscommunity service

10,000+ non-profit clients

$21 million +grants

1% Time

Equity

Product

Before we start...

2010 Comparing Open Source Content Management Systems: WordPress, Joomla, Drupal and Plone

Free report from Idealware

http://bit.ly/cms-report

Integrating Plone and Salesforce

Christopher JohnsonCofounder and CEO, ifPeoplecjj@ifpeople.net www.ifpeople.net

Plone Vocabulary

Product: add on packages

Egg: a way products are packaged

Buildout: configuration file that builds instance

Python: scripting language Plone is written in

Zope: application server

Plone Overview

User-friendly, intuitive interface Proven: Released 2001, top 2% of Open Source projects Best Security track record of any major CMS Best Practice: Standards-compliant and international Fine-grained, flexible workflow and permissions 1,500+ add on products Protected: IP owned by Plone Foundation Annual conference (8 to date) 340 Core devs, 350+ solution providers in 60+ countries

Plone – Salesforce Integration

Started in 2006 Sponsored by Salesforce Foundation grant

Released in 2007 ~400 installs Out of the box products up in running in <20 m! About the integration:

Bi-directional integration Real time or cached use of Salesforce data Sync Plone with data in Salesforce

Plone – Salesforce Integration

Plone – Salesforce Tools Today

• Web-to-x Forms • Events RSVP• Payments (form and shopping cart)

• Login authentication• Developer tools for bringing in data

from Salesforce

Plone – Salesforce Adv Integration

Directories and mashups (Google Maps) Member profile updating Permissions in website based on Salesforce data Syncing between custom content types (build

through web or code) User activity tracking (search, download, view) Volunteer Management Portal Inventory Management

Organizations Using Integrations

New Global Citizens, newglobalcitizens.org

Northwest EcoBuilding Guild, ecobuilding.org

Climate Solutions, climatesolutions.org

National Community Tax Coalition, tax-coaliution.org

Trees for Life, treesforlife.org

Center for Economic Progress, volunteer.economicprogress.org

Sustainable Connections, sustainableconnections.org

Oregon Environmental Council, oeconline.org

New Mexico Consortium, newmexicoconsortium.org

Idaho Conservation League, idahoconservation.org

Plone-Salesforce Resources

Full demo slides and case studies:http://bit.ly/plone-sf

Product Documentation (links to product sources):http://bit.ly/plonesfdoc

Plone-Salesforce Mailing List:http://bit.ly/plonesflist

SALESFORCE SUITE:

Integrating Salesforce and Drupal

About Drupal• Proven

– Open source CMS first released in 2001

• Extensible, Complex, and Flexible– Extended by thousands of free modules

– More a framework than a CMS or blogging engine

• Supported– First Drupalcon 2005 in Antwerp – 40 developers

– 2010 Drupalcon SF attendees: 3,000+

• Usage– As of 2/2011, Drupal core active on an underestimated 400,000 sites

– 1% of top 1 million sites are built in Drupal

• Lauded– Awards: Webware 100, PAKT Publishing

Drupal Vocabulary• Core

– Drupal’s framework and default installation

• Module (contribs)– Contributed plug-ins that add functionality

• Node– The fundamental unit of content

• CCK – Content Creation Kit– Content Type builder

• Current version: 2.X for Drupal 6.X• Actively Maintained since 2007• 203 Installs and growing rapidly• Advent of Drupal 7 will improve the module dramatically

Salesforce Suite: History

• Framework– Bi-Directional– Real-Time and Cached Data– Extensible: Expose any field– Flexible: Connect any custom objects

• Modules– Salesforce Suite– Ubercart/Salesforce Integration– Salesforce Feeds– Salesforce Webform Integration

Salesforce Suite: Overview

What’s So Cool About It?

• Default fieldmaps• Duplicate record prevention & Prematching• Set Fixed and PHP values• Bulk import operations from SF 2 Drupal• Salesforce Object explorer• Fieldmap import/export capability• Outbound messaging 2 pass from SF 2 Drupal

Salesforce Suite: Features

Planned for 2011

• Many-to-many object relationships• Failure Handling• Two-way synch rules (field level)• Consolidation of all Modules into one Suite (Drupal 7’s

data abstraction layer)

Salesforce Suite: Features

• Membership Management/Directories• Course Registration and E-Learning Environments• Volunteer Registration and Kiosk Check-In• Shop Purchases • Fundraising Pages

Advanced Use Cases

• Pennsylvania Legal Aid Networkhttp://palegalaid.net

• Institute for Conservation Leadershiphttp://icl.org

• Violette de Mazia Foundationhttp://demazia.org

• Mazzoni Centerhttp://mazzonicenter.org

• Cradles to Crayonshttp://cradlestocrayons.org

Salesforce Suite: Clients

More infoSalesforce Suite http://drupal.org/project/salesforceHow To: http://drupal.org/node/1033964

Others:http://drupal.org/project/sf_webformhttp://drupal.org/project/uc_salesforcehttp://drupal.org/project/salesforce_feeds

Joomla + Salesforce.com

NTEN WebinarFebruary 25, 2011

Ryan Ozimek - @cozimek

Intro to Joomla!

• Long-term history– Open source CMS first released in 2000 (called Mambo back then)

• User-focused, easy– Nearly 7,000 extensions with two-click installation

– No need to write code for nearly any off-the-shelf tools available

• Huge community– Nearly 500,000 users within the official forums

– 145 registered user groups around the world

• Usage– As of February, downloaded more than 22 million times since 2007

– Powers an increasing 2.7% of top 1 million sites

Ryan Ozimek - @cozimek

Joomla! Vocabulary

• Components

– Applications that run in the CMS

• Modules

– View of content around a page’s component

• Plugins

– Libraries, the glue, triggers

Ryan Ozimek - @cozimek

History of J!Salesforce

• Started back in 2006 by PICnet

• Revived in 2009

• Significant reinvestment in 2010-2011

• Used by…

– IceStone – http://www.icestone.biz (socially responsible business)

– Hitachi Foundation – http://www.hitachifoundation.org

Ryan Ozimek - @cozimek

Reusable parts

• Components

– J!Salesforce Submit

– J!Salesforce Search

– (your third party component)

• Plugins

– J!Salesforce Library

– J!Salesforce plugin to your component(s)

Ryan Ozimek - @cozimek

How this all works

• All real-time data exchanges between SF.com and Joomla

• Basic form submission and search core to the package

• All other features are based on combined integration between third-party components and J!Salesforce

Ryan Ozimek - @cozimek

Installation

Ryan Ozimek - @cozimek

Online Forms

links

Submit Form Data to Salesforce

Case: any information collection that maps to one or more objects in Salesforce (contact form, newsletter sign up, feedback, survey, etc)

Products: PloneFormGen, Salesforce PFG Adapter, BaseConnector

1. Create form and fields in Plone

2. Add Salesforce Adapter

3. Select Salesforce object to send data to and map form fields to Salesforce

4. (Optionally) Add preset values, additional adapters or upsert

Create a New Form

Create a New Form

Configure New Form

Default Form

Easy to Add Custom Fields

Edit Custom Fields

Many Data Validators Available

Drag-n-Drop Form Editor

Completed Form

Add Salesforce Adapter

Name The Adapter

Choose from Any SF Object

Map Form Fields-> SF Object Fields

Select Any Field from SF Object

Map All Fields

Optionally Add Fixed Values & Parent Adapter

Optionally Set “Upsert”

Submit Form Data to SFCase: User Registration and Volunteer PreferenceModules: Drupal Account, Profile

1. Create Profile Fields in Drupal2. Map User Fields to Salesforce Contact3. Register User4. View Data in Salesforce

1. Create Profile Fields

2. Map Fields

2. Map Fields

2. Map Fields

2. Map Fields

2. Map Fields

2. Map Fields

3. Register User

4. View Data in Salesforce

Submit Form Data – Joomla!

• The parts

– J!Salesforce Submit component + J!Salesforce plugin + J!Salesforce events plugin

• The process

– Admin creates a form in Joomla, associating it with an object in SF.com

– Visitor fills out form on the site, and data flows into the appropriate object in SF.com

– Visitor is taken to a thank you pageRyan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Submit Form Data – Joomla!

Ryan Ozimek - @cozimek

Event Registration

links

Event Registration

Case: Event registration (free event)

Products: RSVP, PloneFormGen, PloneFormGen Salesforce Adapter

1. Create campaign in Salesforce

2. (Optional) Create custom registration form

3. Edit event in Plone and configure RSVP

Create Campaign in SF

Copy Campaign UID

Create Event in Plone

New Event Screen

Fill In Event Details

New Event

Allow RSVP's on Event

RSVP Now Needs Setup

Edit Screen Has RSVP Tab

RSVP Tab For Setup

Optionally Set Registration Capacity

Event Now Has Form!

User Completes Form

User Gets Confirmation

Lead and Campaign Member in SF

Event Registration

Variants: Paid event via shopping cart (integrated with

Salesforce) Form-only interface for registration Set up “upsert” on form for duplicate prevention Registrations for logged in users pre-populates

form

Event RegistrationCase: Event Registration for authenticated user (free)Modules: Content Creation Kit

1. Create Event Object in Drupal2. Map Event Fields to Salesforce Campaign3. Create Event Registration form in Drupal4. Map Event Registration to Salesforce Campaign Member5. Create Event (automatically passes to Salesforce as Campaign)6. Create Registration (automatically passes to Salesforce as Campaign

Member)7. View in Salesforce

1. Create Event Content Type

1. Create Event Content Type

2. Map Event Fields to Salesforce Campaign

3. Create Event Registration Form in Drupal

4. Map Event Registration to Campaign Member

5. Create Event

5. Create Event

5. Create Event

5. Create Event

6. Create Registration

7. View Data in Salesforce

Event Registration – Joomla!

Components: Events component + J!Salesforce plugin + J!Salesforce events plugin

The process: Admin creates a campaign in SF.com Admin creates an event in Joomla, associating it with a campaign in SF.com Visitor registers for an event on the site, and data flows into the Lead object in SF.com Visitor’s lead record is made a campaign member of the appropriate campaign in SF.com Upon conversion in SF.com, registration information can be sent to a new opportunity in SF.com

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Event Registration – Joomla!

Ryan Ozimek - @cozimek

Donation Processing

links

Donations Processing

Case: Single page donation form, with variable or user-determined contribution amount. Optionally recurring donations.

Products: PloneFormGen, PloneGetPaid, PloneFormGen Salesforce Adapter, getpaid.formgen, collective.pfg.creditcardfields, getpaid.SalesforcePloneFormGenAdapter

1. Create form and set as donation type

2. Add donation field set and GetPaid adapter

3. Map form fields to Salesforce

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Donation Processing

Map fields to objects

Ex.

1. New Account + Contact + Opportunity

2. Household Account + New Contact & Opportunity

3. (flexible custom mapping)

Donation Processing

Variants:

Use the full shopping cart (GetPaid) and allow program-based donations (a la Heifer).

• Optionally track “products” purchase in Salesforce

DonationsCase: DonationsModules: UC_Donation, UC_Salesforce

1. Enable UC-Donation module• Provides a donation content type• Allows for open amounts

2. Create donation product3. Map Ubercart Fields to Salesforce Opportunity and Contact4. Submit Donation (automatically passes contact and opportunity) 5. View in Salesforce

1. Enable UC_Donation

2. Create Donation Product

3. Map Ubercart Fields to Salesforce

3. Map Ubercart Fields to Salesforce

3. Map Ubercart Fields to Salesforce

4. Submit Donation

4. Submit Donation

4. Submit Donation

4. Submit Donation

4. Submit Donation

4. Submit Donation

5. View Donation in Salesforce

Donations – Joomla!

Components: Payment component + J!Salesforce plugin + J!Salesforce payment plugin

The process: Admin creates an donation form in Joomla, associating it with a payment processor and SF.com Visitor makes a donation, data sent and approved/declined by credit card gateway Visitor’s payment status, and contact information, is sent to SF.com as a lead of a donation record type in SF.com Upon lead conversion in SF.com, appropriate account, contact, and opportunity information is stored in SF.com

Ryan Ozimek - @cozimek

Donations – Joomla!

Ryan Ozimek - @cozimek

Donations – Joomla!

Ryan Ozimek - @cozimek

Salesforce + CMS Integration:Plone vs Drupal vs Joomla!

Christopher JohnsonCofounder and CEO, ifPeoplecjj@ifpeople.net www.ifpeople.net

Ryan OzimekCofounder and CEO, PICNetcozimek@picnet.netwww.picnet.net

Marcus IannozziPrincipal, Message Agencymarcus@messageagency.comwww.messageagency.com

Slides Available: http://slidesha.re/sf-cms-showdown